Order Processing Configuration

You use Order Processing Configurations in other public-facing ordering online applications to determine order specific details, including status, department, payment configuration, payment schedules, order editing, etc. See Order Processing Configuration for Online Space Bookings for more information about configuration order processing for that public-facing application.

To create an order processing configuration:

  1. Click the Order Processing Configuration link from the Main Menu. The Order Processing Configuration page opens.
  2. Click the Add button. The Add Order Processing Configuration window opens.
  3. Enter the necessary information:
    • Description – Name for the configuration.
    • Order Status – Default status for all new orders received from the online application.
    • Order Department – Department assigned to orders received from the online application.
    • Payment Config – Payment configuration for the order processing configuration. 
    • Allow File Upload – If checked, public-facing users can upload files for price list items you configure for file upload. Not applicable to Exhibitor Service Center (ESC). 
    • Enable Inventory Checking – If checked, the software performs inventory checking for items with Real-Time Inventory Checking enabled. 
    • Allow Payments on Approved Orders Only – If checked, public-facing users can only make payments for approved orders. Not applicable to Exhibitor Service Center (ESC). 
    • Enable ‘Days before SOP/ESC Becomes Inactive’ – If checked, public-facing users can enter orders until the entered number of days (entered into the Days Before Event That SOP/ESCV Becomes Inactive field) before an event. 
    • Days Before Event That SOP/ESCV Becomes Inactive – Number of days before an event the application closes for ordering. If set to zero (0), the application closes on the event’s start date. Only available if Enable ‘Days before SOP/ESC Becomes Inactive’ is checked. 
    • Allow Order Editing – If checked, public-facing users can edit existing orders. 
    • Edit Status - Default status assigned to orders edited by public-facing users. 
    • Allow increasing item quantities and adding items - If checked, public-facing users can increase existing item quantities and add new items to their order. Public-facing users cannot decrease item quantities. 
    • Allow Removing Items From Order - If checked, public-facing users can remove items from their order. Public-facing users cannot decrease item quantities. 
    • Days Before Event Start Order Editing is Allowed – Number of days before the event order editing is no longer available. 
  4. Select the Display Options tab. 
  5. Enter the necessary information:
    • Show Package Details – If checked, package details display. 
      • Show Package Details as Expanded – If checked, package details display by default. If unchecked, public-facing users must expand to see the package details.
    • Show Item Note on Detail Pages – If checked, item notes display on item detail pages. 
    • Show Categories – If checked, the category option displays in the online application. 
    • Category Option – Determines how categories are organized. 
      • None - Items display in an uncategorized list.
      • Custom Categories – Uses the pre-configured resource category groups.
    • Show Service Limits – If checked, service limits display for items with pre-configured service limits.  
    • Hide Sold out Items with Service Limits – Items that met their service limit are hidden in the public-facing application.
    • Show All Item Input as Expanded – If checked, item notes with item input display as expanded. 
  6. Select the Cart Notes tab to add notes for the shopping cart. Not applicable to Exhibitor Service Center (ESC). Skip to step 11 if you do not need to add cart notes.
  7. Click the Add button. The Add Order Processing Cart Note window opens.
  8. Enter the necessary information:
    • Title - Note title for the cart note.
    • Caption - Note caption for the cart note.
    • Note Class - Note class for the note when saved..
    • Required - If checked, public-facing users must enter a note before continuing in order processing.
    • Max Length - Maximum number of characters allowed for the note.
    • Status - Public-facing users can only enter notes for Active cart notes.
  9. Click OK. 
  10. Repeat steps 7 - 9 for additional cart notes.
  11. Select the Payment Schedules tab. 
  12. Click the Add button. The Add Order Processing Payment Schedule window opens.
  13. Select the payment schedule from the Payment Schedule drop-down.
  14. Check the Default box to make the selected schedule the default payment schedule for the order processing configuration.
  15. Click OK.
  16. In the Payment schedules grid:
    • Check the Add Order To Payment Plan check box to add orders to a payment plan.
    • Check the Add Order to Default Event Payment Plan check box to add all orders to the payment plan configured to the specific event.
  17. Click OK.

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Comments

6 comments

Date Votes
  • Gavin Gilmartin

    Is it possible to create an ESCV Orders function automatically, similar to the booking function when creating new events?

    0 upvotes

  • Ryan G.

    Hi Gavin,

    ESC targets a specific function usage on the event that has to be configured. When an event is created, the only function that is created automatically is the ‘Planning’ function with a function usage of “planning”.

    So if you're targeting that specific function as the ESC orders function, then you can do that, but it is not recommend because there are a number of other functionalities that are driven off that planning function.

    So in summary, there is the capability to create an ESC Orders function automatically but it’s a very limited scope and not recommended. Our recommendation would be to continue the manual creation of ESC Orders function.

    Thanks!

    Ryan

    1 upvotes

  • Thomas Hohm (m:con-mannheim:congress GmbH)
    • Edited

    "Allow File Upload –Not applicable to ESC" => what is it used for?

    We are using the Online Exhibitor Portal, where the same configuration screen is used. Is this flag used in Exhibitor Portal?

    Is there a documentation to completely enable the document upload for ordered items in Exhibitor Portal? I found fileds on pricelist items for document upload which refer to resource document classes, which refers to the ESC module.

    So we are in a vicious circle :-) ?

    0 upvotes

  • Alex Weidenbenner

    Hi Thomas,

    When I go to the price list item field for 'allow file upload' and read the tool tip it says "This feature allows online users to upload files when ordering items. You must setup the Document Classes on the Resource and allow file upload in the order processing configuration(opc) to enable the ability to allow file uploads."

     

    So your steps are:

    1. go to the item that you want to collect documents for.  

    2. edit the item and go to display tab

    3. allow file upload

    4. if you can't....edit the resource 

    5. choose your document classes that you want to collect

    6. go back to item and allow upload

    7. go to your EXP setup 

    8. edit the OPC and allow document upload.

    Thanks,

    Alex

     

    0 upvotes

  • Michelle Herson

    Hello,

    "Allow Order Editing – If checked, public-facing users can edit existing orders. Not applicable to Online Space Bookings (OSB). "

    Is this available in .99?

    Thanks,

    Michelle

    0 upvotes

  • Sam Wilson

    Hello Michelle,

    Yes, Order Editing for Online Space Bookings is available in .99. This article will be updated with the .99 general release to reflect the enhanced functionality.

    Best Regards,

    Sam

    0 upvotes

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